Features

When setting up a client, that the next step is to add Partner, Manager and Bookkeeper straight away, rather than have to go into Organisation view to action this

Ability to be able to merge tasks if required

The ability to bulk assign multiple clients to client groups.

Create our own Note Templates - I need to changes them for each client. I want to be able to set up my own template and apply it to my clients as needed.

I know that there is a description field for tasks but it would be great if we could have notes on sub tasks to identify where we are up to or what is holding up that particular subtask.

Roadmap Request: Minimise Empty Columns Problem: Users working with multiple workflow columns often have empty columns that create visual clutter and require unnecessary horizontal scrolling, reducing efficiency when focussing on active work. Proposed Solution: Add a toggle button in settings that allows users to minimise or hide columns with "No Work" status, automatically de-cluttering the board view while maintaining the full column structure when needed. Benefits: Improved focus on active work areas Reduced horizontal scrolling Cleaner, more efficient workspace Optional feature that doesn't disrupt existing workflows

It would be good to be able to like a comment so that if someone tags you, you can simply "like" the comment so that they know you have acknowledged, rather than having to tag them back with, for example, "thanks" or "will do".

When we have a large list of items to check it would save clicks/time if we were able to 'select all" taks so we can de-select those not yet completed.

Sometimes we have tasks that can be done by multiple users - ie, they are all capable but whoever has capacity can do it first. It would be good to have the ability to assign to more than one person. A bit like ApprovalMax workflow where they have "Any 1" approver to approve, but there are multiple approvers who receive it. Does that make sense?!

It would be good to be able to add a Note to a Group. I have clients who have a group of entities, so often a note will be relevant to all of their entities but we can currently only enter one client at a time.